Heritage Wealth Management (Arizona)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $50.5K | Buy |
2,310
+1,155
| +100% | +$25.3K | 0.01% | 499 |
|
|
2022
Q3 | $23K | Sell |
1,155
-1,623
| -58% | -$32.3K | 0.01% | 510 |
|
|
2022
Q2 | $58.1K | Sell |
2,778
-9,870
| -78% | -$206K | 0.02% | 392 |
|
|
2022
Q1 | $320K | Buy |
+12,648
| New | +$320K | 0.09% | 179 |
|
|
2021
Q3 | $502K | Sell |
19,638
-12,879
| -40% | -$329K | 0.18% | 89 |
|
|
2021
Q2 | $848K | Buy |
+32,517
| New | +$848K | 0.32% | 64 |
|